Katrina Elbert (CRD# 5463061) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Eau Claire, WI and has over 10 years of experience in the finance industry.
CRD# 1177018
Mckinley Money, LLC
CRD# 6621851
Robert W. Baird & Company Incorporated
CRD# 5319186
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Eau Claire, WI | Aug 2021 - Current | 2 |
| Wells Fargo Clearing Services, LLC | Eau Claire, WI | Nov 2016 - Aug 2021 | 4 |
| Wells Fargo Advisors, LLC | Eau Claire, WI | Nov 2011 - Nov 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2014 |
- TX
- WI
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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